| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable.
504 S First St., Lufkin, TX, 75901
Get directionsMatthew teaches music lessons on weekends at Mason Music and runs sound for church services at St. Peters Anglican Church. These activities are not investment-related and take about 10-20% of his time and a few hours per week, respectively.